Top retirement withdrawal strategies financial advisors in Granbury, TX

Dustin Paterson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His work history includes multiple roles within JPMorgan Chase Bank and J.P. Morgan Securities since 2019, as well as operating the Dustin Paterson Insurance Agency and involvement with Temecula Motorsports and Gold Seal Products. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG framework when recommending strategies. The firm operates within the broader J.P. Morgan organization, offering a range of product types including security-based swaps and futures.

Justin Haschke is a CFP® professional with 12 years of industry experience, currently affiliated with Carson Wealth. He has held roles at Cetera and LPL Financial and serves on multiple civic and nonprofit boards, including the Stephenville Economic Development Foundation and the Tarleton State University Foundation. Haschke also acts as a city councilman for Stephenville, TX, and has a background in tax preparation and fixed insurance sales. He works with CWM, LLC, an SEC-registered investment adviser managing roughly $50.6 billion through more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach supported by both fundamental and technical investment inputs.

Bradley Burnfield is a CFP® and ChFC® with 28 years of experience in financial advising. He is currently with LPL Financial, where he has worked since 2023, following an 18-year tenure at Ameriprise Financial Services, Inc. Outside of his advisory role, Burnfield is involved in managing a family farm and runs a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational tools.

Justin Maroney is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 11 years of industry experience. Prior to joining Raymond James in 2022, he worked at Edward Jones for seven years. Outside of his advisory role, he serves as CEO of Maroney Family Wealth Services, a family-owned business providing financial advice focused on retirement, tax, estate, education, and protection planning. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools and risk profiling to align with client goals.

Michelle Berry is a CFP® professional with 28 years of experience in the financial services industry. She has worked at Raymond James Financial and Raymond James Financial Services, Inc. for over 25 years before joining Berry Wealth Group, LP in 2023. Berry also engages in insurance sales as a secondary business activity. Berry Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $242.6 million in discretionary assets and employs a long-term investment approach using low-cost diversified mutual funds and ETFs, with individual securities added as appropriate.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Ronald Dragotta is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he specializes in retirement benefit consulting and personalized wealth management strategies. With over 27 years of industry experience, he adopts a goals-based approach to help clients pursue their long-term financial objectives by utilizing professional asset managers and investment platforms. Ronald focuses on Merrill's 401(k) Retirement Plan platform and provides services to local communities and organizations. He works closely with a team within his office and leverages the resources of Bank of America and Merrill Lynch Wealth Management to deliver active and dedicated service. His areas of expertise include corporate benefits, divorce transition planning, employee benefits planning, employee financial health, personal retirement planning, and individual and corporate investment strategy. He holds a Bachelor's Degree from Hofstra University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, Ronald spends time with his wife Linda, an elementary school teacher, and their two daughters, Catherine and Caroline. They enjoy outdoor activities such as running, hiking, and kayaking on the Long Island Sound. Ronald is also involved in volunteering with community organizations.

Charleen Maune is a financial advisor at Foguth Wealth Management, LLC with five years of industry experience. She holds a Series 66 designation and has worked at Strategic Investment Advisors, LLC and White Glove, among others. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing over $1 billion with a multi-advisor team. The firm focuses on discretionary portfolio management and financial planning, utilizing tailored investment plans that emphasize exchange-traded products and a mix of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

Nicholas Stecklein is a CFP® with six years of industry experience, currently serving as a financial advisor at Telos Partners LLC in Lehi, Utah. His prior experience includes roles at DFPG Investments, Diversify Wealth Management, Advantage Tax and Planning, and North Capital Investment Technology. Outside of investment advisory, he is involved in tax preparation through Advantage Tax and Planning. Telos Partners serves individuals, families, charitable organizations, and businesses with investment management, financial planning, family office consulting, and related services. The firm employs a long-term, growth-oriented investment approach combining passive and active strategies, often incorporating client values and ESG preferences into portfolio construction.

Robert Szeles is a CFA® charterholder with three years of industry experience. He is currently an advisor at Beese Fulmer Private Wealth Management, where he has worked since 2022. Prior to joining Beese Fulmer, he gained experience at Federated Hermes and PNC Capital Advisors. Beese Fulmer Private Wealth Management offers discretionary and non-discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm combines fundamental company analysis with macroeconomic cycle review and a proprietary model-portfolio framework tailored to client risk tolerance and goals, with a focus on dividend-paying equities and shorter-duration fixed income for income-dependent clients.